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Talen Energy Corporation

TLN Utilities
$360.54 +$15.74 (4.56%)
Market Cap: $16.37 B
Gurus Holding
9
Popularity Rank
#670
% of Shares Held
5.57%
Net Activity (Q1 2026)
+$9.06 M

Guru Ownership Trend

Guru Analysis for Talen Energy Corporation (TLN)

Talen Energy Corporation (TLN), a key player in the Utilities sector, continues to attract institutional attention.

As of Q1 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $911.67 M.

Top institutional holders include Steve Mandel and Howard Marks.

Institutional sentiment is currently Bullish. This is evidenced by a $9.06 M net inflow during the quarter.

Recent activity highlights John Hussman who increased their stake by 150.0%. Conversely, Steven Cohen reduced exposure by 99.6%.

Key Holders

Top 5 by Value

$580.34 M
$105.7 M
$84.95 M
$17.98 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$171.78 M
Total Buy Value
New Buys 0
Additions 4
-$162.72 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
4

FAQs for Talen Energy Corporation (TLN)

Major holders include Steve Mandel ($580.34 M), Howard Marks ($105.7 M), Ray Dalio ($84.95 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 2.53 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $9.06 M, with 4 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited TLN. The total reported sell value was $162.72 M.

Yes, 0 managers opened new positions in TLN, and 4 increased their existing holdings. The total reported buy value was $171.78 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
4.63% Add 40.7% 1,817,947 $580.34 M Q1 2026
1.68% 331,117 $105.7 M Q1 2026
0.38% Add 0.3% 266,099 $84.95 M Q1 2026
0.06% Reduce -6.1% 56,328 $17.98 M Q1 2026
0.15% Reduce -55.4% 22,500 $7.18 M Q1 2026
0.00% Add 46.6% 17,754 $5.56 M Q1 2026
0.72% Add 150.0% 10,500 $3.35 M Q1 2026
0.01% Reduce -93.6% 4,882 $1.56 M Q1 2026
0.00% Reduce -99.6% 1,500 $478,845 Q1 2026
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